Finance Services in Dallas

 

Preparing a Will

Financial Preparation

Planning for Taxes

Tax-Loss Our financial advisers utilize harvesting as a way to turn money lost from an investment into a rewarding opportunity. Our tax advisors leverage the capital losses that are unavoidable to lower your tax bill. Any asset does not have a true gain or loss until it is sold. We can utilize the capital loss to offset your capital gains and income tax when the asset is sold. To maintain adequate balance and diversification within your portfolio, the investment can then be replaced, or harvested, with a similar investment.

Tax reduction is a critical component of keeping your retirement plan. Tax regulations can be complicated, and small errors can lead to bigger problems. Millions of people overpay taxes each year without realizing it, resulting in a smaller retirement income. To reduce difficulties and maximize tax deductions, our financial planners provide retirement tax counseling that pays close attention to tax liability at every stage of your financial planning process.

There are numerous approaches to developing a tax-efficient investing strategy that will provide you more freedom in controlling your taxes now and in the future. Your funds can be housed in one of three types of accounts, each of which is taxed differently. Asset diversification into these three accounts is part of our tax planning services in order to maximize after-tax net retirement income.

Regardless of firm size, business owners face a distinct set of obstacles. The idea is simple: offer a competitive benefits package to attract and retain employees while lowering personal tax loads on their earnings and retirement plans. Through a wide range of services, we attempt to meet the specific goals and needs of each business owner.

You go to the doctor to maintain your health. You take your car to the mechanic since you don't know how to change the oil. Isn't your financial future worth the same level of attention as a professional?

Service tailored to your needs

The awareness that everyone's economic and living condition is unique is a cornerstone of financial planning. When it comes to pairing clients with the correct financial products and services, personalized care is crucial, and you can expect nothing less from us.

Portfolio analysis that is objective and independent

Review of Asset Allocation

Cost-benefit analysis of long-term care

Reduction in estate taxes and a reassessment of one's financial legacy

People put off estate planning because they believe they do not have sufficient assets. Everything you own is included in your estate. Everyone has an estate, no matter how vast or small, that should be safeguarded.

Putting Together an Estate Plan

A well-thought-out and carried-out estate plan can ensure that your assets and wishes are carried out after your death. We can assist you in understanding the legal and tax implications of wealth transfer.

Children's and Grandchildren's Education and Funding

philanthropic objectives

Family Business Succession Planning

Family Relationships are Complicated (i.e. Second Marriage, Divorce)